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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,777 | $180,749-52.5% | $160,784-46.7% | $137,256-37.5% |
| Participation rate | 82.6% | 80.0%+2.6pp | 77.0%+5.7pp | 80.0%+2.6pp |
| Annual return | 11.99% | 2234.46%-2222.5pp | 1803.92%-1791.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,485 | $4,155-16.1% | $3,733-6.6% | $4,156-16.1% |
| Participant deferral / active EE | $6,695 | $6,844-2.2% | $6,293+6.4% | $6,407+4.5% |
| Admin fee / account holder | $11,905 | $10,397+14.5% | $9,717+22.5% | $12,270-3.0% |